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Mail Merge Help

  1. #1
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    Mail Merge Help

    I am trying to use mail merge to allow me to use a list of data in excel (Column A would be equal to a header row, Column B is the actual data i want output to my word doc.) the goal is when i get a new insurance claim, i could use excel to input data then mail merge would put the data in my word document which i use to copy into our claims management system. Currently, when I receive a new claim i have to manually type out my word document answers (i can copy & paste once the info is in word) but the whole process takes 30-45 mins per claim. If i can make the system more autonomous, then i can reduce my time spent per claim down to 5-10 mins. once the mail merge is complete, i will save the word doc as a new document and i can input new information into the excel doc.

    Photos below. Thank you in advance for your help. some information had to be redacted for security reasons.

    Excel Data Input
    Excel.png
    Word Output
    Capture.PNG
    Final product post mail merge
    final output.PNG
    Attached Images Attached Images

  2. #2
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    Re: Mail Merge Help

    I guess you are using Microsoft Word for the Mail Merge Document and Excel as the data source.
    Normally you should have the headings (which you currently have in column A down) in row 1 across. You can use the Copy > Paste Special Transpose for that.
    Then in your word document, got to Merge and link with the Excel file, select the records to merge, insert the fields into your document...

    Maybe the above helps to get you started. Otherwise please upload a sample file of your excel file and word document (remove any confidential data).
    If your Question is answered; please mark it SOLVED. If you are happy with a member's solution, say 'Thanks' and click the 'Star' to Add Reputation.

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